Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Univest Financial UVSP Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio UVSP Stock Details UVSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$459K Buy
14,037
+4,286
+44% +$140K ﹤0.01% 2275
2025
Q1 		$277K Buy
9,751
+903
+10% +$25.6K ﹤0.01% 2494
2024
Q4 		$261K Buy
8,848
+340
+4% +$10K ﹤0.01% 2473
2024
Q3 		$239K Buy
+8,508
New +$239K ﹤0.01% 2312